Senior Financial Planning Assistant

1 week ago


Preston, Lancashire, United Kingdom Ferguson Dean Full time

Ferguson Dean is a respected name in the Financial Planning sector, and we are now seeking a skilled Paraplanner to join our team.

About the Position

The ideal candidate will have a strong background in financial planning, excellent communication skills, and the ability to work effectively in a fast-paced environment.

Main Responsibilities:
  • Deliver high-quality client service and support the Adviser in developing comprehensive financial plans.
  • Prepare detailed reports and presentations to communicate complex financial information to clients.
  • Conduct research and analysis to identify suitable investment options for clients.
  • Collaborate with colleagues to achieve seamless delivery of services and maintain excellent client relationships.
  • Stay current with market trends and global developments to provide expert advice to clients.
  • Utilize advanced financial modelling tools to create customized solutions for clients.
  • Participate in client meetings to provide expert guidance and support.

Requirements and Salary:

  • Dip Level 4 qualification or equivalent experience.
  • Experience working with HNW and UHNW clients.
  • A competitive salary range of £38,000-£48,000 per annum.


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